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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Bouchey Financial Group
New York
$1.06M +$58.6K +1,135 +6%
AIM
77
AMI Investment Management
Indiana
$1.06M +$90.9K +1,760 +9%
CPO
78
Cerity Partners OCIO
New York
$1.01M -$1.46M -28,326 -59%
CWM
79
CMH Wealth Management
New Hampshire
$994K +$509K +9,865 +105%
AB
80
AT Bancorp
Iowa
$979K +$978K +18,946 New
OAM
81
Occidental Asset Management
California
$940K
PP
82
PrairieView Partners
Minnesota
$939K +$938K +18,171 New
PMFA
83
Plante Moran Financial Advisors
Michigan
$803K +$478K +9,247 +147%
UCFA
84
United Capital Financial Advisors
Texas
$792K +$259K +5,006 +49%
Stifel Financial
85
Stifel Financial
Missouri
$789K +$15.5K +300 +2%
CT
86
Coastline Trust
Rhode Island
$782K +$50.1K +970 +7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$772K +$36.8K +712 +5%
CWM
88
Cornerstone Wealth Management
Missouri
$770K +$30K +580 +4%
CWS
89
Cypress Wealth Services
California
$756K +$755K +14,627 New
NC
90
NewSquare Capital
Pennsylvania
$753K -$1.31M -25,285 -63%
AACR
91
ACR Alpine Capital Research
Missouri
$726K
JP Morgan Chase
92
JP Morgan Chase
New York
$696K -$48.8K -944 -7%
BCM
93
Blume Capital Management
California
$692K +$77.5K +1,500 +13%
GEA
94
Glen Eagle Advisors
New Jersey
$680K +$360K +6,963 +112%
SCG
95
Sonata Capital Group
Washington
$672K +$114K +2,200 +20%
SP
96
Successful Portfolios
Florida
$666K +$665K +12,885 New
RWM
97
RKL Wealth Management
Pennsylvania
$654K +$68K +1,317 +12%
LW
98
Linscomb Wealth
Texas
$564K
AIP
99
Almanack Investment Partners
Pennsylvania
$522K +$521K +10,096 New
AA
100
Ancora Advisors
Ohio
$517K